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iShares Core S&P 500 ETF
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Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
301
Mason Street Advisors
Wisconsin
$19.7M -$3.11M -11,400 -14%
MFW
302
Meristem Family Wealth
Minnesota
$19.6M +$973K +3,563 +5%
PAG
303
Pinnacle Advisory Group
Maryland
$19.6M +$498K +1,824 +3%
MM
304
Meridian Management
Arkansas
$19.5M +$4.12M +15,089 +27%
PP
305
PagnatoKarp Partners
Virginia
$19.2M +$18.4M +66,955 +2,191%
MFS
306
Monetta Financial Services
Illinois
$19.1M – – –
PA
307
Pinnacle Associates
New York
$19M +$1.08M +3,948 +6%
MGIA
308
Moneta Group Investment Advisors
Missouri
$18.9M +$1.32M +4,818 +7%
HW
309
Hancock Whitney
Mississippi
$18.6M +$3.16M +11,577 +20%
SHIM
310
Stone House Investment Management
Pennsylvania
$18.4M -$68.8K -252 -0.4%
I
311
IberiaBank
Louisiana
$18.4M +$4.89M +17,922 +36%
William Blair & Company
312
William Blair & Company
Illinois
$18.4M +$1.59M +5,832 +9%
SPIA
313
Steward Partners Investment Advisory
New York
$18.1M +$398K +1,456 +2%
NPF
314
Norris Perne & French
Michigan
$18M -$122K -445 -0.7%
CC
315
Cedar Capital
Illinois
$18M -$2.2M -8,043 -11%
GHCM
316
Glen Harbor Capital Management
California
$17.8M +$5.65M +20,704 +47%
SHGA
317
Sand Hill Global Advisors
California
$17.4M +$17.1M +62,761 +5,609%
WTB
318
Washington Trust Bank
Washington
$17.4M -$2.91M -10,651 -14%
NAM
319
North American Management
Massachusetts
$17.2M +$382K +1,400 +2%
Two Sigma Investments
320
Two Sigma Investments
New York
$17.2M +$9.99M +36,600 +138%
CWM
321
Confluence Wealth Management
Oregon
$17.1M -$287K -1,051 -2%
K
322
Kemper
Illinois
$16.9M – – –
VFA
323
Valeo Financial Advisors
Indiana
$16.9M +$4.84M +17,030 +40%
PWLP
324
Prio Wealth Limited Partnership
Massachusetts
$16.7M +$908K +3,324 +6%
FAIM
325
Financial Advocates Investment Management
Washington
$16.5M +$2.05M +7,497 +14%
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